The European Social Fund Plus (ESF+) is the European Union (EU)’s main instrument for investing in people.
Τhe ESF+ will continue to provide an important contribution to the EU’s employment, social, education and skills policies, including structural reforms in these areas.
Cross-border pension tracking can support the process of modernisation and digitalisation of social protection systems across Europe through the provision of its digital service, providing structured information on pension benefits via a centralised European platform.
The main purposes of the call are to facilitate the access of workers who exercise their right to free movement to pension information, thus contributing to their pension awareness and pension adequacy, and to support the capacity of national pension schemes to provide such information, in particular to former members who have moved to another country, by bringing together information from pension sources in different Member States, preferably NTSs, and present it in a meaningful way for the user – mobile worker or citizen.
The actions supported by this call will contribute to the implementation of EPSR principles number 12 ‘Social protection’ and number 15 ‘Old age income and pensions’ and facilitate EU freedom of movement by providing an overview of individualised, objective and impartial information to EU movers about accrued pension entitlements and projected retirement income by all possible pension sources in a simple and understandable manner. Once these functionalities have been achieved, EU crossborder pension tracking service should ideally also facilitate a sound retirement planning.
The cross-border pension tracking services shall be established on a not-for-profit basis and provide the pension information to users free of charge.
In order to achieve the objectives described above, the principal activities during the project will include establishing connections to national tracking services (NTS), improving the functionality of the service, including by extending the pension provider functionality by adding more pension providers, strengthening the organisational capacity and promoting pension communication.
The successful applicant should in the first place identify how personal pension data may be safely transferred from data holders to the cross-border tracking service in the context of existing legal frameworks, such as data protection rules, at national and EU level. The successful applicant will be strongly encouraged to make use of the existing or planned digital building blocks developed in the framework of the European Digital Strategy, such as eDelivery, eIdentification, eSignature and Automated Translation.
80%
In order to be eligible, the applicants (beneficiaries and affiliated entities) must:
Consortium composition
Proposals by both single applicants and consortia are allowed.
To be eligible, applicants must fall into one of the categories below, either
Proposals submitted by a consortium should be composed of at least two applicants (beneficiaries; not affiliated entities).
Directorate-General for European Programs, Coordination and Development
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(Publish Date: 17/03/2023-for internal use only)